-36.7%
SWK vs NIO
-90.7%
+54.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.6% | +2.4% | +1.1% |
| 7D | -0.4% | -13.0% | +12.6% | +1.6% |
| 30D | -5.7% | -18.3% | +12.6% | -2.9% |
| 3M | +24.1% | -33.2% | +57.3% | +31.4% |
| 6M | +24.7% | -21.5% | +46.2% | +27.5% |
| YTD | +33.9% | -25.5% | +59.4% | +37.7% |
| 1Y | +34.7% | -38.0% | +72.7% | +41.4% |
| 3Y | +15.3% | -65.5% | +80.7% | +24.6% |
| All | -36.7% | -90.7% | +54.0% | -27.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded NIO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling